Good morning, Escondido and welcome back to our segment on local legal matters. Today we’re joined by probate attorney Steve Bliss of Escondido Probate Law. Steve, thank you so much for being with us.
Steve, can you tell our viewers a bit about the estate planning process?
Of course! Estate planning involves several key steps designed to ensure your wishes are carried out and your loved ones are taken care of after you’re gone. One crucial step is determining whether probate is necessary.
What factors influence that decision?
Several factors come into play. First, we evaluate the total value of the estate. In California, if the estate’s value exceeds $184,500, probate will likely be required. Secondly, we identify assets that are not subject to probate. These can include assets held in trust, property owned jointly with right of survivorship, and certain retirement accounts.
What happens if probate is necessary?
If the estate exceeds the threshold or lacks sufficient non-probate assets, we’ll file a petition for probate with the county court. This involves submitting specific forms, like the DE-111, requesting the appointment of an executor or administrator to manage the estate. If there is a will, it must be filed with the court as well.
I understand that probate can sometimes be complex. Can you share any insights from your experience?
Probate can indeed have its challenges. I remember one case where the deceased hadn’t updated their will in decades. Consequently, their wishes didn’t accurately reflect their current family situation, leading to some initial conflict among heirs. It highlighted the importance of regularly reviewing and updating estate plans.
Moreover, I’ve encountered situations where heirs weren’t aware of specific assets, making the asset marshalling process more time-consuming. These experiences underscore the value of clear communication and thorough documentation during estate planning.
What are some tips for viewers who are starting to plan their estates?
My best advice is to seek guidance from an experienced probate attorney early on. We can help you navigate the complexities of estate planning, minimize potential issues, and ensure your wishes are carried out effectively. Remember, a well-structured estate plan provides peace of mind for both you and your loved ones.
How can people get in touch with Escondido Probate Law?
Simply call us at [Phone number] or visit our website at [Website address]. We’re here to answer your questions and guide you through the estate planning process.
“Working with Steve Bliss and his team was truly invaluable. They patiently explained each step of the probate process, making it feel less overwhelming during a difficult time.”
— Sarah M.
“Escondido Probate Law handled my father’s estate with professionalism and compassion. I highly recommend them to anyone facing probate matters.”
— David L.
About Steven F. Bliss Esq. at Escondido Probate Law:
Escondido Probate Law is an experienced probate attorney. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Escondido Probate Law. Our probate attorney will probate the estate. Attorney probate at Escondido Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Escondido Probate law will petition to open probate for you. Don’t go through a costly probate call Escondido Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Escondido Probate Law is a great estate lawyer. Affordable Legal Services.
My skills are as follows:
● Probate Law: Efficiently navigate the court process.
● Probate Law: Minimize taxes & distribute assets smoothly.
● Trust Law: Protect your legacy & loved ones with wills & trusts.
● Bankruptcy Law: Knowledgeable guidance helping clients regain financial stability.
● Compassionate & client-focused. We explain things clearly.
● Free consultation.
Map To Escondido Probate Law: https://maps.app.goo.gl/77Dm2B8W9XkM5YvJA
Address:
Escondido Probate Law720 N Broadway #107, Escondido, CA 92025
(760) 884-4044
Feel free to ask Attorney Steve Bliss about: “What is a probate referee and what do they do?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Escondido Probate Law
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |